U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$7.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,889
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$191M
3
+$149M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$143M
5
SWK icon
Stanley Black & Decker
SWK
+$140M

Top Sells

1
+$301M
2
+$287M
3
+$145M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$126M
5
NVDA icon
NVIDIA
NVDA
+$112M

Sector Composition

1 Energy 12.17%
2 Financials 10.17%
3 Healthcare 8.59%
4 Technology 7.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
$67K ﹤0.01%
2,877
+2,777
4177
$67K ﹤0.01%
2,792
+2,592
4178
$67K ﹤0.01%
10,250
-3,659
4179
$67K ﹤0.01%
2,873
-150
4180
$67K ﹤0.01%
1,056
+881
4181
$67K ﹤0.01%
3,503
-1,656
4182
$67K ﹤0.01%
5,000
+2,047
4183
$66K ﹤0.01%
2,680
-269
4184
$66K ﹤0.01%
1,161
+4
4185
$66K ﹤0.01%
2,784
+1,981
4186
$66K ﹤0.01%
2,700
-75,504
4187
$66K ﹤0.01%
4,792
+1,524
4188
$66K ﹤0.01%
5,418
+3,615
4189
$66K ﹤0.01%
32,000
4190
$65K ﹤0.01%
6,478
+5,415
4191
$65K ﹤0.01%
5,086
-2,605
4192
$65K ﹤0.01%
3,066
+486
4193
$65K ﹤0.01%
1,940
-1,877
4194
$65K ﹤0.01%
3,982
+2,678
4195
$65K ﹤0.01%
5,092
-1,947
4196
$65K ﹤0.01%
1,296
+112
4197
$65K ﹤0.01%
2,508
+1,519
4198
$65K ﹤0.01%
751
-128
4199
$65K ﹤0.01%
12,828
+11,078
4200
$65K ﹤0.01%
10,499
-57,491
166 167
168
169 170